Filed January 23, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $42,585 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $322 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,045 | $88,515+84.2% | $162,163+0.5% | $67,579+141.3% |
| Participation rate | 99.1% | 86.8%+12.2pp | 87.6%+11.5pp | 71.3%+27.8pp |
| Annual return | 22.18% | 27.04%-4.9pp | 115.59%-93.4pp | 378.56%-356.4pp |
| Employer contribution / active EE | $5,435 | $3,563+52.5% | $5,614-3.2% | $2,148+153.1% |
| Participant deferral / active EE | $8,985 | $5,724+57.0% | $7,298+23.1% | $3,539+153.9% |
| Admin fee / account holder | $106 | $124-14.1% | $10,843-99.0% | $142-25.4% |